LAM RESEARCH CORP · CUSIP 512807306 · CIK 2053138
As of 2026-06-30, one8zero8, LLC reported 27.54K LRCX (shares), valued at $11.93M, or 2.37% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares unchanged; reported value increased 102.81%, and weight changed +1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.37% | 27,540 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 1.31% | 27,540 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 1.03% | 27,540 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 0.85% | 29,540 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 0.68% | 29,540 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 0.51% | 29,572 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 0.46% | 29,567 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 0.46% | 29,567 | $2.14M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 0.51% | 29,572 | $2.15M | Shares increased 0.02%; reported value increased 0.67%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 0.68% | 29,540 | $2.88M | Shares decreased 0.11%; reported value increased 33.75%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 0.85% | 29,540 | $3.96M | Shares unchanged; reported value increased 37.56%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 1.03% | 27,540 | $4.71M | Shares decreased 6.77%; reported value increased 19.19%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 1.31% | 27,540 | $5.88M | Shares unchanged; reported value increased 24.82%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 2.37% | 27,540 | $11.93M | Shares unchanged; reported value increased 102.81%, and weight changed +1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.